DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Arrivals at Jsf Financial, LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Daniel Kalman Netzer | Morgan Stanley wirehouse | Jsf Financial, LLC independent RIA | Wirehouse to independent RIA | Jul 6, 2021 | Jul 5, 2022 (364 d) |
| Norma Araceli Abarca | Churchill Management Group independent RIA | Jsf Financial, LLC independent RIA | RIA to RIA | May 11, 2021 | Aug 12, 2021 (93 d) |
| Jeffrey Seth Fishman | Mid Atlantic Financial Management, Inc. other | Jsf Financial, LLC other | Other | Nov 25, 2015 | Apr 2, 2012 |
| Zev Jeffrey Fried | Cantella & Co., Inc. other | Jsf Financial, LLC other | Other | Mar 11, 2010 | Sep 30, 2010 (203 d) |
| Olivier Cornet | Engemann Asset Management unclassified | Jsf Financial, LLC other | Other | Jan 5, 2010 | Sep 20, 2010 (258 d) |
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5 moves match.